Attaching parts to a hybrid document

Attaching parts to a hybrid document joins multiple documents together as a single hybrid document that share the same properties and workflow.

Before you begin

Consult a system administrator for the names, associated file types, and purposes of hybrid document types defined in your vaults. You will need to know which document types are designated as hybrid document types and which file types are associated with each.

To attach one document as a part of a hybrid document:

1. Arrange the Explorer view so that all of the parts of the hybrid document are visible, if possible.
2. The main part of the hybrid document must be in a workflow for the Attach as Hybrid Part command to be enabled. Start a workflow, if necessary, before joining the documents.
3. Select the documents that you want to become subordinate parts of the hybrid document and drag and drop them onto the file that you want to become the main part of the hybrid document. Select Attach as Hybrid Part from the shortcut menu that appears.

Note    An alternative method is possible for creating a hybrid drawing if all hybrid parts reside in the same vault and have the same hybrid document type applied. Simply open the main part of the hybrid drawing in the CAD application, attach the subordinate parts using the application’s command, and save the drawing. The application link will detect that the parts should be joined as a hybrid document and prompt you to confirm that you would like it to do so. The appropriate Meridian Enterprise application link must be installed.

Note    Creating hybrid documents with application links is not possible in Offline Mode if one of the documents exists only in the local workspace and do not yet exist in the vault. Such documents must be synchronized with the vault first so that they are assigned document types that define the hybrid part relationships.